Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Raeann S

Series 63, Series 65

Southlake, TX

Raymond James & Associates

Raeann Sarsfield is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Minez P

Series 66

Newport Beach, CA

Raymond James & Associates

Minez Powell is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Zacharie B

Series 66

Boise, ID

Raymond James & Associates

Zacharie Bethel is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes roles at Cetera and Washington Trust Bank. Outside of his advisory work, he is an owner and landlord of rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning and non-discretionary investment consulting with a range of portfolio management styles and specialized services such as municipal advisory and SIMPLE IRA employer consulting.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Brandi G

Series 66

Indianapolis, IN

Raymond James & Associates

Brandi Greenleaf Barnes is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2021. Prior to her advisory role, she spent five years with the Crohn's & Colitis Foundation. Barnes is also an author contributing to the VIP Center for Business Women. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing diverse portfolio management styles supported by extensive research and a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Russell H

Series 63, Series 65

Huntsville, AL

Raymond James & Associates

Russell Henshaw is a financial advisor with Raymond James & Associates in Huntsville, Alabama, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2017. Henshaw serves on the advisory board of the Blackburn Institute at the University of Alabama, mentoring students on leadership and career challenges, and is a board member of the Huntsville Quarterback Club, coordinating weekly event speakers. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Harrison C

Series 66

New York, NY

Raymond James & Associates

Harrison Carter is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked in academia at the University of South Carolina and Walt Whitman High School. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with a nationwide adviser network overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional consulting through various specialized divisions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Timothy K

Series 63, Series 66

Winter Park, FL

Raymond James & Associates

Timothy Kelley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting services predominantly through non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Jose Rafael E

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked as a graphic designer and held various roles related to education and travel. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services through a broad platform of research and portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

David V

Series 63, Series 66

Grand Blanc, MI

Raymond James & Associates

David Vallie is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America N.A. and Merrill. Vallie serves as Treasurer and Board Member of the Mighty Fortress Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Colin T

Series 66

Farmington Hills, MI

Raymond James & Associates

Colin Talia is a financial advisor at Raymond James & Associates with six years of industry experience. He previously worked at UBS for seven years and Ernst & Young for five years. He holds the Series 66 designation and is based in Farmington Hills, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Megan D

Series 63, Series 66

Ann Arbor, MI

Raymond James & Associates

Megan Davis is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns an independent distribution business for Young Living Essential Oils. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Cortney B

Series 66

Memphis, TN

Raymond James & Associates

Cortney Baroni is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 4 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services characterized by tailored, non-discretionary relationships supported by firm research and a broad range of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Mary D

Series 65, Series 63

Frisco, TX

Raymond James & Associates

Mary Davis is a financial advisor with Raymond James & Associates in Frisco, TX, holding Series 65 and Series 63 licenses with 25 years of industry experience. She has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Edward J

Series 66

Saint Johns, FL

Raymond James & Associates

Edward James is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He previously worked at Merrill for 24 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Thomas T

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Thomas Thornton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 1990. Thornton serves on the advisory board of Citywire, contributing to the organization of content for conferences and research discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and advisory services that emphasize non-discretionary investment consulting supported by firm research and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Andrew S

Series 66

Louisville, KY

Raymond James & Associates

Andrew Spurlock is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for three years. Prior to his financial career, he held various roles including positions at Jet's Pizza and teaching appointments at Spalding University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio styles and in-house research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Matthew P

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Matthew Presy is a CFP® professional with 13 years of experience, currently with Raymond James & Associates since 2010. He holds the Series 66 designation and is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, consulting, and institutional fiduciary services through multiple portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Tammy H

Series 66, Series 65

Grand Rapids, MI

Raymond James & Associates

Tammy Hancock is a financial advisor with Raymond James & Associates in Grand Rapids, MI, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. She has been with Raymond James & Associates since 2000. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Niralee P

Series 66

Champaign, IL

Raymond James & Associates

Niralee Patel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. She is based in Champaign, Illinois. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional entities, and municipal organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Alyssa T

Series 63, Series 66

Birmingham, MI

Raymond James & Associates

Alyssa Tropea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)